Capital Advisory Group Advisory Services’s Globus Medical GMED Stock Holding History

Capital Advisory Group Advisory Services’s Portfolio GMED Stock Details GMED Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-3,337	Closed	-$248K	–	148
2022 Q4	$248K	Sell	3,337 -162	-5%	-$11K	0.17%	113
2022 Q3	$208K	Sell	3,499 -998	-22%	-$60.1K	0.14%	128
2022 Q2	$275K	Sell	4,497 -1,462	-25%	-$96.1K	0.16%	114
2022 Q1	$440K	Sell	5,959 -242	-4%	-$16.8K	0.2%	98
2021 Q4	$448K	Buy	6,201 +322	+5%	+$23.4K	0.19%	104
2021 Q3	$450K	Sell	5,879 -1,122	-16%	-$90.1K	0.16%	124
2021 Q2	$543K	Sell	7,001 -1,976	-22%	-$140K	0.2%	111
2021 Q1	$554K	Buy	8,977 +4,031	+82%	+$255K	0.22%	106
2020 Q4	$323K	Buy	4,946 +4,194	+558%	+$241K	0.14%	120
2020 Q3	$37K	Buy	752 +719	+2,179%	+$37.1K	0.02%	215
2020 Q2	$2K	Buy	+33	New	+$1.59K	﹤0.01%	423

Other funds holding GMED

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Capital Advisory Group Advisory Services's GMED Position: Q1 2023 in Review

Capital Advisory Group Advisory Services sold out of Globus Medical (GMED) in Q1 2023, closing a stake of 3,337 shares — an estimated $248K sold.

Capital Advisory Group Advisory Services first reported a position in GMED in Q2 2020 and held it in 11 quarters. The position peaked at $554K in Q1 2021. 390 funds tracked by Wall St. Rank hold GMED as of Q1 2023.

Capital Advisory Group Advisory Services reported no remaining Globus Medical position as of Q1 2023 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 3,337 Globus Medical shares in Q1 2023, an estimated $248K.
Capital Advisory Group Advisory Services first reported a position in Globus Medical in Q2 2020 and held it in 11 quarters.
Capital Advisory Group Advisory Services's Globus Medical position peaked at $554K in Q1 2021.
390 funds tracked by Wall St. Rank held Globus Medical as of Q1 2023.

Based on Capital Advisory Group Advisory Services's 13F filing for Q1 2023, filed 20 Apr 2023.